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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,834 | $78,690-88.8% | $161,489-94.5% | $87,485-89.9% |
| Participation rate | 77.8% | 67.5%+10.3pp | 78.7%-0.9pp | 68.9%+8.8pp |
| Annual return | 10.09% | 32.74%-22.6pp | 89.72%-79.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $638 | $2,588-75.4% | $4,268-85.1% | $2,596-75.4% |
| Participant deferral / active EE | $825 | $3,311-75.1% | $5,630-85.3% | $4,274-80.7% |
| Admin fee / account holder | $2,212 | $6,724-67.1% | $16,006-86.2% | $7,775-71.5% |